West Financial Advisors, LLC
Holdings in ATLO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,459 | 804 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $16,256 | 804 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $14,319 | 804 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $14,086 | 804 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $13,209 | 804 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $14,656 | 804 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $16,473 | 804 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $16,224 | 804 | Shares | Sole | 2024-04-11 |
| 2023-12-31 | $17,157 | 804 | Shares | Sole | 2024-01-11 |
| 2023-09-30 | $13,338 | 804 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $14,496 | 804 | Shares | Sole | 2023-07-07 |
| 2023-03-31 | $16,723 | 804 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $18,982 | 804 | Shares | Other | 2023-01-10 |
| 2022-09-30 | $17,832 | 804 | Shares | Sole | 2022-10-11 |
| 2022-06-30 | $17,832 | 804 | Shares | Other | 2022-07-14 |
| 2022-03-31 | $19,987 | 804 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $19,689 | 804 | Shares | Other | 2022-01-19 |
| 2021-09-30 | $18,636 | 804 | Shares | Sole | 2021-10-13 |
| 2021-06-30 | $19,706 | 804 | Shares | Sole | 2021-07-27 |
| 2021-03-31 | $20,566 | 804 | Shares | Sole | 2021-04-20 |